Joseph Anderson is a CFP® professional with 41 years of industry experience. He has worked at Merrill for 32 years, Bank of America for 11 years, and has been with Raymond James & Associates since 2020. He holds Series 63 and Series 65 licenses and is based in Scottsdale, AZ. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and government entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network.

Gregory Huck is a financial advisor with Raymond James & Associates in Scottsdale, AZ, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Raymond James & Associates since 2006. Outside of his advisory role, he is a partner in Brechnitz Group LLC, a business unrelated to investments. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Alan Lazzara is a CFA® charterholder with 39 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2016. He holds Series 63 and Series 65 licenses and is based in Scottsdale, AZ. Outside of his advisory work, Lazzara is involved in agricultural ventures as a general manager of multiple farm LLCs and serves as treasurer for The Blue Island Community Healthcare Foundation, overseeing its investments. He is also a board member of The Lazzara Family Foundation, where he manages investments and participates in grant approval. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including high-net-worth individuals, institutions, and municipal entities—offering financial planning, investment consulting, and municipal advisory services through various portfolio management styles and affiliated research.